Whalen Wealth Management Inc. Ishares Russell 2000 ETF Transaction History

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,542 shares of IWM stock, worth $366,194. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,542
Holding current value
$366,194
% of portfolio
0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$236.79 - $250.33 $365,130 - $386,008
1,542 New
1,542 $379 Million
Q2 2024

Aug 01, 2024
BUY
$192.84 - $209.44 $1.76 Million - $1.91 Million
9,132 New
9,132 $1.85 Billion

Others Institutions Holding IWM

# of Institutions
3,057
Shares Held
285M
Call Options Held
194M
Put Options Held
486M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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